[Presentation on Tuesday, November 17] UPWARD: Reducing the Data Entry Burden of SFA and Shifting to Sales Management That Focuses on Actions, Not Just Results
UPWARD, Inc. (Headquarters: Chiyoda-ku, Tokyo; Representative Director and CEO: Ryusuke Kaneki; hereinafter “UPWARD”) will be a speaker at the online event “5 Strategies to Break Through the ‘Revenue Wall’ in B2B Sales: Practical Approaches to Overcoming Revenue Stagnation,” to be held on Tuesday, November 17, 2026.
In this relay-style session featuring five companies that support various areas of B2B sales, Mr. Wakizumi, Executive Officer and Head of the Sales Division at UPWARD, will present strategies for managing field sales and client visits to overcome stagnant sales. Drawing on real-world examples, he will explain a system that reduces the data entry burden on sales representatives while ensuring activity data is accumulated in the SFA, as well as how to use that data to analyze sales behavior.
About the UPWARD Lecture
Title: Are You Meeting the Right Customers at the Right Time? An Approach to Changing Sales Behavior
A major reason why sales management often remains limited to tracking the number of deals and revenue—even after implementing an SFA system—is that sales activities remain invisible.If data entry becomes a burden for field staff and fails to take root, while records of visits may remain, details of conversations and next steps are unlikely to be documented. As a result, managers lack the information needed to determine whether salespeople are meeting with priority customers at the right time, and their guidance ends up relying on experience and intuition.
In this presentation, we will introduce, with real-world examples, the mechanisms by which activity data is accumulated in SFA systems and how that data can be leveraged for management practices that drive changes in sales behavior.
Key Topics
- A system that reduces the data entry burden and accumulates activity data in the SFA
- How to use color-coding on a map to indicate the date of the last visit and the status of business negotiations, and share visit priorities with the team
- How to reflect on which actions led to results and use that insight to inform future instructions and knowledge sharing
- How to Use It: The AI Suggests Your Next Move Based on Activity Data
speaker
UPWARD Co., Ltd.
Executive Officer and General Manager, Sales Division
Kojin Wakizumi
A graduate of Kansai University. After working in retail sales at a major securities firm, he joined UPWARD in 2020. As a top salesperson, he built a strong track record, including setting a new annual sales record in the small and medium-sized enterprise (SME) sector. In 2025, he became the youngest-ever Head of the Sales Division. In addition to driving sales strategies, he leads organizational reforms designed to maximize results.
Outline of the event
Event Title: 5 Strategies to Break Through the “Revenue Wall” in B2B Sales — Practical Approaches to Overcoming Revenue Stagnation —
Date and Time: Tuesday, November 17, 2026, 11:00 a.m. – 1:00 p.m.(Live Stream)
On-Demand Streaming: Wednesday, November 18, 2026, and Thursday, November 19, 2026, 6:00 PM – 8:00 PM each day
Format: Online (Pre-registration required)
Participation Fee: Free
Organizer: Raks Co. , Ltd.
Registration:https://dx.upward.jp/4Abn8QO
Program for the Day
| Session | Presentation Content | Presenting Companies |
| Part 1: Building an Organization | "Organizations That See Things Through" in an Era Where 95% of Initiatives Become a Formality: An Approach to Execution Design That Turns Sales Initiatives into Results | SALESCORE, Inc. |
| Part 2: Re-engaging Existing Lists | Ensure that no leads are lost and that they are converted into sales opportunities | Raks Co., Ltd. |
| Part 3: Pioneering from Scratch | Finding the "Right People" to Meet, Even at Companies You Have No Connection With Yet | XAION DATA, Inc. |
| Part 4: Activity Management | Are you meeting the right customers at the right time? An approach to changing sales behavior | UPWARD, Inc. |
| Part 5: Leveraging External Resources | Go Beyond the Limits of Our Own Resources and Maximize Revenue Through Our Partner Network | Partner Prop, Inc. |
ABOUT UPWARD CORPORATION
Guided by its purpose to “unlock the creativity of field workers and accelerate the growth of businesses and society,” UPWARD, Inc. provides AX services specifically designed to address the challenges faced by field workers who visit client sites and create value through in-person interactions with customers. By leveraging technology to create an environment where workers can perform their duties using just a mobile device, the company aims to build a world where people can thrive regardless of their location or circumstances.
Company Profile
Company name UPWARD Co.
Location 26F Marunouchi Eiraku Building, 1-4-1 Marunouchi, Chiyoda-ku, Tokyo
Representative Ryusuke Kaneki, CEO and Representative Director
Year Established July 2016
Capital 100 million yen
Business Activities: Development and provision of the field sales AI agent "UPWARD"
Press contact
UPWARD Co., Ltd. Corporate Headquarters, PR Team
Tel: 03-6897-3683
Mail pr@upward.jp
The names of the companies mentioned in this document are the registered trademarks or trademarks of their respective owners.
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